Built specifically for independent financial advisers
ChatIFA understands the IFA market. Compliance-safe lead capture that works while you focus on your clients.
Built for regulated firms
Financial advice is a regulated industry, and the tools you use need to respect that. ChatIFA is designed with FCA compliance in mind from the ground up. The AI only ever uses content already published on your website, so it cannot make claims or promises you have not already made publicly.
Every conversation includes a clear, permanent disclaimer stating that responses are not financial advice. This cannot be removed or hidden. The widget is an engagement and lead-capture tool, not an advice tool, and it behaves accordingly.
Your compliance officer can review every conversation in the dashboard, export transcripts, and confirm that the AI stayed within the boundaries of your published content. No surprises, no risk.
Your content, your voice
ChatIFA learns from the pages on your website. It reads your service descriptions, team bios, blog posts, FAQ content, and anything else you have published. The result is an AI assistant that sounds like your firm, not a generic chatbot.
You can add custom instructions to shape the tone. If your firm is formal and traditional, the AI will match that. If you prefer something warmer and more approachable, it adapts. You set the personality once and it applies to every conversation.
When you update your website, re-crawl from the dashboard and the AI picks up the changes within minutes. There is nothing to write, upload, or maintain separately.
Leads while you sleep
Most IFA websites get traffic outside of business hours. Evenings, weekends, and early mornings are when people sit down to think about their finances. Without a way to engage those visitors, they leave and may never come back.
ChatIFA works around the clock. It answers questions, builds rapport, and collects contact details at any hour. You get an email notification the moment a visitor shares their details, complete with a summary of what they asked about.
Research consistently shows that the first adviser to respond wins the business. ChatIFA makes sure you know about the enquiry immediately, even if it comes in at eleven o'clock on a Sunday night.
Simple pricing for solo advisers and firms
ChatIFA is priced for the IFA market, not enterprise software budgets. Plans start with a free trial of 25 messages so you can see how it works on your own website before committing to anything.
Paid plans are billed monthly with no long-term contracts. You can upgrade, downgrade, or cancel at any time. There are no setup fees, no per-seat charges, and no hidden costs.
Whether you are a solo adviser or a firm with multiple advisers, the pricing is straightforward. One website, one plan, one monthly price.